Filed March 8, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $23,212 |
POWERS ADVISORY GROUP LLC2+ years Service code 26 · EIN 47-1215664 | Advisory (Participants) | $3,833 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $3,436 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $6 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,296 | $58,758+67.3% | $70,014+40.4% | $63,975+53.6% |
| Participation rate | 96.8% | 77.5%+19.3pp | 71.8%+25.0pp | 71.1%+25.7pp |
| Annual return | 8.06% | 18.05%-10.0pp | 12.99%-4.9pp | 48.65%-40.6pp |
| Employer contribution / active EE | $1,741 | $1,973-11.7% | $2,338-25.5% | $2,182-20.2% |
| Participant deferral / active EE | $4,194 | $2,912+44.0% | $2,931+43.1% | $3,356+24.9% |
| Admin fee / account holder | $23 | $71-67.2% | $4,380-99.5% | $70-66.9% |